Workflow management rules enable businesses to define their business processes without needing extensive programming skills. These rules enable organizations to automate the task of completion and identify any potential issues in real-time.

In a workflow rule, the criteria for evaluation are set to determine when the action should be executed. The criteria may be based upon a variety of parameters, such as fields as well as record types, ownership of records, and many more. Workflow rules can also be configured to trigger actions based on events relating to notes within a particular module. For instance, a firm could configure the rule to execute when a note is added or modified www.managingworkflow.org/2020/03/25/workflow-management-efficiency-and-software/ so that it’s simple for customer support teams to keep track of mentions of competitors in emails and quickly respond.

Once a rule has been activated, the action can be either an instant action or a scheduled one. Instant actions occur in the instant the rule is activated, while scheduled ones are triggered at later times and dates.

The scheduled action will be carried out at the time and date configured. The action could be a task, email notification field update webhook, or function. You can also select any existing email notifications or tasks field updates, webhooks to be linked to the scheduled action. You can also choose an appropriate tag to be used to filter data recorded for this specific action.